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Monday, 02 November 2009 09:00

Exporting FRx Statements

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FRx is the standard financial reporting tool utilized by most Microsoft Dynamics GP users for financial reporting.  FRx links directly into the general ledger to allow the creation of endless types of reports.  These report are then viewed in the FRx DrillDown Viewer.  Users I have spoken to in the past have expressed that they are more comfortable viewing reports in Excel.

To take your FRx financial report & export to excel:
1 - Generate the report
2 - In the DrillDown Viewer, select File > Export > Worksheet File > Formatted Excel
3 - Save the report to its desired location

This quick & easy trick should save you time & energy in attempting to convert your reports.

 

Calc formula

Published in Dynamics GP
Wednesday, 28 October 2009 09:00

Emailing Customer Statements

I am constantly searching for ways to help my clients save money & improve performance.  Often the answer includes automating a particular process.  One of such process includes Emailing Customer Statements.  For clients with a large number of customers, the savings can be extensive.  Clients save on paper, ink, wear & tear on printers, envelopes, postage & most importantly, employee time.

Automating the customer statement process is very simple to setup.  First, enter the Customer Maintenance window & click Options.  Enter the email contact for the customer in the ‘To’ box in the bottom right corner of the screen & check the ‘Send Email Statements’ check box.  Now, when creating customer statements, check the ‘Send Email Customer Statements’ under the Email Options heading.

The return on users’ time investment will be realized after the first statement run.   So automate the process of sending customer statements & free up your time for more important tasks.

Published in Dynamics GP
Friday, 23 October 2009 15:00

Checklinks

As a Microsoft Dynamics GP implementer, I run into a number of issues that the everyday user never sees.  One such issue can occur when mass loading data, updating the system through the database (not recommended!) or just through normal business processes.  Errors happen!  Sometimes, the best intentions don’t go unpunished.

Why?  When data is entered in GP, multiple tables are populated with the data, not just one.  Everything is linked.  That’s the beauty of an ERP system.  But sometimes, wires cross & fixes are needed.

The Checklinks tool helps examine the links between related information, helping to restore any damaged data.

Even before problems arise, Checklinks can be used for general clean up.  Be sure to make a backup of your data prior to using the functionality, just to be safe.

Published in Dynamics GP
Tuesday, 20 October 2009 09:00

Checklists

Lots of us make checklists for a variety of tasks from grocery shopping to complex projects.  Microsoft Dynamics GP offers built in checklists in the Routines section of every module that can help walk users through a diverse range of topics.

Once you have accessed the appropriate Checklists window, ensure the frequency is appropriate for the checklist you are about to create.  Click Add to create a link to a Microsoft Dynamics GP window.  Name the checklist item & select the appropriate in the Command (Dynamics GP window).  Once your list is complete, order the items appropriately by using the Up & Down buttons.  Now every time a user performs this particular task, all they are required to do is click the checklist item in order & populate the fields with new data.

Checklists are particularily beneficial when turnover is an issue or roles require extensive training.  Two tasks I recommend clients create checklists for are performing payroll & completing year-end.  Mistakes made performing either of these functions can have wide-reaching effects.  In my next blog, I will cover a few tasks that should be on your year-end checklist.

Payroll Checklist

Published in Dynamics GP
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